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Disclosery

Sowell Financial Services LLC: USHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sowell Financial Services LLC on USHY, newest first. How the timeline and the estimate are built.

Sowell Financial Services LLC held 73,237 USHY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,237 shares
    Change vs previous 13F +26,731 shares

    0.09% of the 13F portfolio, value $2,711,243.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 46,506 shares
    Change vs previous 13F +9,980 shares

    0.06% of the 13F portfolio, value $1,713,264.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 36,526 shares
    Change vs previous 13F +506 shares

    0.05% of the 13F portfolio, value $1,365,885.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 36,020 shares
    Change vs previous 13F -320 shares

    0.05% of the 13F portfolio, value $1,360,817.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 36,340 shares
    Change vs previous 13F -432 shares

    0.06% of the 13F portfolio, value $1,363,117.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 36,772 shares
    Change vs previous 13F +4,351 shares

    0.06% of the 13F portfolio, value $1,353,588.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 32,421 shares
    Change vs previous 13F +5,453 shares

    0.06% of the 13F portfolio, value $1,192,786.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 26,968 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,015,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).